Plan Sponsor of the Year Nominations Close Monday!
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Tag: Defined contribution
More Retirement Industry Trends to Prepare for in 2022
A new year is starting in less than a month, and with it will come new challenges and opportunities across a changing defined contribution plan landscape.
Data & Research
Data & Research
The 2022 Retirement Landscape Takes Shape
The U.S. faces a $4 trillion retirement savings gap heading in the new year, but both public and private solutions are coming online to help more people prepare adequately for life after work.
Competition for Talent Likely to Increase in 2022
As many as one in three workers say they are set to retire or considering leaving their current role in the next 18 months, according to a new survey from Principal Financial Group.
Practice Management
Practice Progress: 15 Years of Industry Evolution
When PLANADVISER Magazine was founded in fall 2006, the Pension Protection Act had just been passed, and industry professionals were asking big questions about their own futures. Today, much has changed, yet much remains the same.
Data & Research
Products
Data & Research
Labor Issues Highlight Importance, Evolution of Retirement Benefits
For several decades, U.S. workers have been much less active in terms of union participation, and this has had a dramatic impact on not only wages and benefits within unions, but also on what is happening in the private sector.
Franklin Templeton, iJoin Seek to Expand Access to Goals-Based Personalization
The firms say their new partnership will allow advisers to provide a personalized investing solution to participants in smaller plans.
New Benartzi Paper Dissects Narrow Framing Phenomenon
Would you accept a bet in which you win $200 if a coin lands on heads and lose $100 if it lands on tails? What if you could play twice?
Data & Research
Practice Management
Data & Research
Data & Research
Many Participants Are Leaving Money on the Table
Despite significant progress made in recent years, research suggests millions of working Americans are missing out on the full retirement plan match offered by their employer.
WEBINAR TODAY: Lessons From 15 Years of PLANADVISER Magazine
Register now for the October edition of the 2021 Practice Progress webinar series, where we will be looking back over 15 years of adviser industry research, asking how things have changed and what comes next.
Calling Advisers With HSA Expertise
If you are an adviser who has successfully integrated health savings account planning and investing into your practice, you may want to speak at our upcoming virtual HSA Review event.
The Advantages of Managing Retirement Plans Through a Single Recordkeeper
A Principal study finds employer and employee satisfaction levels are higher when plan sponsors work with one recordkeeper.
Publisher’s Note
Data & Research
What Is Too Few?
In the aftermath of the Aon–Willis Towers Watson merger deal falling apart, it might be time to reflect on the industry.
More Savings, More Debt, More Questions
New survey data from the Transamerica Institute and the Transamerica Center for Retirement Studies underscores the contradictory impacts the coronavirus pandemic has had on Americans’ financial health.
Deals & People
Practice Management
Compliance
Antitrust Concerns Scuttle Aon-Willis Merger Proposal
Despite winning regulatory approval of the combination from the European Commission, Aon and Willis Towers Watson have reached an impasse with the U.S. Department of Justice, says Aon CEO Greg Case.
Adviser Op-Ed: The Merits of a Retirement and Benefits Task Force
A case for why retirement plan advisers and employee benefits professionals should join forces to meet workers’ financial health needs and solve complex health-wealth issues.
Adviser Op-Ed: Addressing the Retirement Plan Provider Disconnect
In today’s challenging operating environment, the adviser must not only provide sound advice for their client but take on multiple roles—including play caller and coordinator.
Upcoming Webinar: DCIO Evolution
Join us TODAY at 2 p.m. EST as we discuss the past, present and future of the defined contribution investment only (DCIO) marketplace.
Workforce Representation Will Soon Skew Younger
With more Millennials and Gen Zers now in the workforce, financial advisers and employers must rethink their engagement with these groups and reconsider the traditional benefit landscape.
Industry and Congress Agree the Coverage Gap Is a Big Problem
Witnesses at a retirement security hearing held Thursday by the Senate HELP Committee all spoke about the central importance of closing the defined contribution plan coverage gap.